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Bandhan Focused Equity Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.82 | 62.70 | 2.05 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 49.21 | 1.56 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Focused Equity Fund(IDCW) | 30.65% | 13.07% | 9.28% |
| SBI Focused Equity Fund(IDCW-Payout) | 22.08% | 10.09% | 13.50% |
| HDFC Focused 30 Fund(IDCW) | 26.85% | 16.92% | 5.17% |
| Axis Focused Fund(IDCW) | 12.96% | -3.09% | 10.21% |
Price Comparison
Compare Bandhan Focused Equity Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.15 %
Holdings
9.07 %
0.15 % - ICICI Bank Ltd3M change : -0.99 %
Holdings
7.98 %
-0.99 % - Trent Ltd3M change : 0.41 %
Holdings
5.78 %
0.41 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Sumit Agrawal
AUM: ₹4,467.39 Cr.
|
Exp: 7yrs
Qualification
B.Com, CS, PGDM - (Finance)
Past Experience
He has professional experience of more than 7 years and his primary responsibility includes Investment Analysis & Fund Management. He has been associated with the AMC as an Investment Analyst since November, 2010. He was previously associated with ENAM Securities and JP Morgan India Services as a Research Analyst.
Funds Managed (15)
Bandhan Large Cap Fund-Reg(IDCW-Reinv)
Bandhan Focused Equity Fund-Reg(IDCW-Reinv)
Bandhan Large Cap Fund(IDCW)
Bandhan Large Cap Fund-Reg(IDCW)
Bandhan Focused Equity Fund-Reg(IDCW)
Bandhan Focused Equity Fund(IDCW-Reinv)
Bandhan Financial Services Fund(IDCW Reinvest)
Bandhan Financial Services Fund-Reg(IDCW Reinvest)
Bandhan Financial Services Fund(IDCW)
Bandhan Financial Services Fund-Reg(IDCW)
Bandhan Large Cap Fund(IDCW)
Bandhan Large Cap Fund(IDCW)
Bandhan Focused Equity Fund(IDCW)
Bandhan Focused Equity Fund-Reg(IDCW)
Bandhan Focused Equity Fund(IDCW)
Manager Performance (0)
Tax Implications
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%